Clio

MAY 12, 2025

Receive the added benefit of software that understands estate planning regulations and legal compliance so you can be assured your work is error-free. Benefits of practice management software: Improved client experience. Built-in compliance. Over time, your cases can evolve, and client involvement can shift.

Estate planning 52

Estate planning Attorney e-filing Document automation 52

Clio

APRIL 15, 2025

Book a demo ! Whether handling client intake, managing case timelines, or automating routine tasks, having the right tools in place will help your firm stay organized and focused on your clients. And if youre looking to automate client intake, we also have an ROI calculator for Clio Grow. Book a Clio demo

Time-tracking 52

Time-tracking Client Intake Software Law firm 52

Clio

MARCH 17, 2025

Learn more and book a demo today. Concerns about compliance, ethics, and costs: Like Skeptics, Explorers worry about navigating compliance and ethical considerations with AI. Strengthen AI governance policies to ensure compliance: Establish clear guidelines for AI usage through a comprehensive law firm AI policy.

Law firm 52

Law firm Legal AI Time-tracking Law 52

Clio

APRIL 28, 2025

See how our AI tool, Clio Duo, works within Clio Manage to extend your work without overextending you Book a Clio Duo demo. Compliance monitoring Immigration law is subject to frequent policy, regulation, and case law changes. offer real-time policy alerts for compliance, helping you save time and serve clients more efficiently.

Immigration lawyer 52

Immigration lawyer Lawyer Time-tracking Law 52

Rocket Matter

MAY 26, 2025

Big tech changed the game in how we run our everyday lives, so stay up to date with the latest available software solutions to keep clients happy. Get free e-book Law firm finances should be straightforward: your revenue should surpass your costs, earning your profits. Yet, many firms struggle to stay lucrative over the long term.

Law firm 52

Law firm Time-tracking Law Law 52

Clio

APRIL 11, 2025

Book Your Free Consultation). Live chat & instant consultation forms The immigration process is complicated, and prospective clients are often looking for immediate help. In minutes, Clio Grow’s Online Intake Form onboards new clients into a secure system you can access from anywhere. Book a demo today!

Immigration lawyer 52

Immigration lawyer Lawyer Law firm Analytics 52

Rocket Matter

FEBRUARY 25, 2025

Big tech changed the game in how we run our everyday lives, so stay up to date with the latest available software solutions to keep clients happy. Get free e-book The digital age has changed our collective relationship to communication how we receive, process, and express information is now almost boundless and instantaneous.

Law firm 52

Law firm Law Law Legal CRM 52

LawSites

NOVEMBER 8, 2021

Gurion was formerly GM and global head of Uber for Business, where he oversaw the rapid growth of the business to a multi-billion dollar gross booking platform available in more than 30 countries. His resume also includes roles as chief strategy officer for Home Away and managing director of business development for Airbnb.

e-records 98

e-records Client Intake Software Practice management 98

Rocket Matter

MARCH 26, 2025

Big tech changed the game in how we run our everyday lives, so stay up to date with the latest available software solutions to keep clients happy. Get free e-book Lawyers lose 40% of the time they spend working to inefficient, manual processes that cover work outside the practice of law.

Law firm 52

Law firm Time-tracking Law Law 52

Rocket Matter

MARCH 26, 2025

Big tech changed the game in how we run our everyday lives, so stay up to date with the latest available software solutions to keep clients happy. Get free e-book Lawyers lose 40% of the time they spend working to inefficient, manual processes that cover work outside the practice of law.

Law firm 52

Law firm Time-tracking Law Law 52

Clio

SEPTEMBER 9, 2024

Use Clio Grow to tackle your firm’s website, client intake, calendaring, and more so you can focus on growing your business– Book your Clio demo today. Book your Clio demo today to discover what it can do for your firm! Looking to boost your firm’s online presence? Can I start with a basic website and upgrade later?

Attorney 102

Attorney Law firm e-records Client Intake 102

Law Technology Today

SEPTEMBER 1, 2023

Maintaining IOLTA trust compliance and segregating earned and unearned funds are central to the best legal billing software. Protecting client data is non-negotiable, and PCI compliance is key. This results in a partnership that resonates with your clients and honors your ethical commitments.

Billing software 84

Billing software Software Time-tracking Client Intake 84

Clio

JULY 16, 2024

Managing the firm’s books and ensuring financial accuracy and compliance fall outside the traditional legal curriculum. Accountants step in to fill this role, providing critical support in maintaining accurate records and helping to ensure compliance with jurisdictional regulations.

Law firm 52

Law firm Law Law Time-tracking 52

Clio

MARCH 19, 2025

Task delegation strategies for law firms add another variable to consider: Certain tasks require oversight from lawyers for both ethical and compliance reasons. Can every part of this task be achieved by one person without breaking your firms commitment to compliance and ethics? Book a Clio demo

Law firm 52

Law firm Law Law Time-tracking 52

Lawmatics

DECEMBER 5, 2023

Client intake. Automated legal client intake allows firms to establish a clear and concise process that saves time, eliminates errors, and keeps everyone on the same page. Current and potential clients can book an appointment with legal calendaring software. Appointment scheduling. Case management.

Legal tech 52

Legal tech Legal tech Client Intake Time-tracking 52

Rocket Matter

FEBRUARY 18, 2025

Big tech changed the game in how we run our everyday lives, so stay up to date with the latest available software solutions to keep clients happy. Get free e-book Starting your own law firm is an exciting venture that offers the promise of professional independence and the opportunity to shape a legal practice around your values.

Law firm 52

Law firm e-filing Law Law 52

Rocket Matter

SEPTEMBER 24, 2024

Big tech changed the game in how we run our everyday lives, so stay up to date with the latest available software solutions to keep clients happy. Get free e-book Efficient billing is crucial for the smooth operation and profitability of any law firm.

Law firm 86

Law firm Law Law Billing software 86

Rocket Matter

JULY 18, 2023

Tailored to a law firm’s unique needs Law firms have their own set of industry-specific needs for their website, including client intake, compliance regulations, and more. High-quality, licensed stock photos take the guesswork out of photo use rights and provide a professional and polished appearance for your practice. 2.

Client Intake 72

Client Intake Law firm Time-tracking Legal CRM 72

Clio

FEBRUARY 12, 2025

Remote receptionistsprofessionals who are not employees of your law firm, but who take on reception dutieshandle everything from answering calls and scheduling appointments to client intake. Book a demo to see how Clio Grow can work for your firm. This allows attorneys to focus on core legal work.

Law firm 52

Law firm Client Intake Law Law 52

LawSites

NOVEMBER 8, 2021

Gurion was formerly GM and global head of Uber for Business, where he oversaw the rapid growth of the business to a multi-billion dollar gross booking platform available in more than 30 countries. His resume also includes roles as chief strategy officer for Home Away and managing director of business development for Airbnb.

e-records 52

e-records Client Intake Software Practice management 52

Rocket Matter

JULY 15, 2024

By logging interactions with potential clients, CRM software can help you build client profiles while keeping track of their needs and possible pain points. Your CRM can also aid you throughout the client intake process, smoothing out communications so you can offer a great client experience from the jump.

Legal CRM 52

Legal CRM Time-tracking Client Intake Law firm 52

Dennis Kennedy

DECEMBER 14, 2023

How might AI impact the client intake process? AI can streamline client intake by automating data collection, performing preliminary case analysis, and identifying potential conflicts of interest. However, a human touch remains essential to understand client needs fully. Absolutely.

Lawyer 85

Lawyer Due diligence Client Intake Mediator 85

Rocket Matter

NOVEMBER 13, 2023

Client convenience tools : Your site will benefit from essential tools like contact forms, payment links, and client intake forms—even ChatGPT integration and automations. Law firm CRM to help you take control of marketing and client intake, making it a perfect complement to web services. Make the smart play.

Law firm 52

Law firm Law Law Client Intake 52

Rocket Matter

AUGUST 22, 2024

Big tech changed the game in how we run our everyday lives, so stay up to date with the latest available software solutions to keep clients happy. Get free e-book The days of chasing down clients for signatures—slowing down the process and piling up paperwork—are over.

Lawyer 52

Lawyer e-records Law firm Compliance 52

CaseFox

JULY 25, 2023

Legal Research and Data Analytics: Gone are the days of poring over endless law books and case files in dusty libraries. Implementing strong encryption, multi-factor authentication, and regular security audits are crucial to safeguarding client data and maintaining professional integrity.

e-discovery 52

e-discovery e-filing Lawyer Intellectual Property 52

Legal Tech Monitor

DECEMBER 14, 2023

How might AI impact the client intake process? AI can streamline client intake by automating data collection, performing preliminary case analysis, and identifying potential conflicts of interest. However, a human touch remains essential to understand client needs fully. Absolutely.

Lawyer 52

Lawyer Due diligence Client Intake Mediator 52

Rocket Matter

AUGUST 8, 2024

Big tech changed the game in how we run our everyday lives, so stay up to date with the latest available software solutions to keep clients happy. Get free e-book Every lawyer knows the frustration of outstanding client invoices. Provide a reasonable timeframe that encourages payment without causing undue stress to the client.

Lawyer 52

Lawyer Practice management e-records Billing software 52

Lawmatics

MARCH 6, 2024

You can provide clients with questions to help guide their testimonials, making it easier for them to provide meaningful feedback. Feature client testimonials prominently on your website and office, ensuring compliance with ethical guidelines.

Time-tracking 40

Time-tracking Law Law Immigration lawyer 40

3 Geeks and a Law Blog

JANUARY 31, 2024

So, you know, in terms of where people put it in tons of books that we all need in our, in our heads, you know, it’s it was so varied last year. You know, I think there’s a lot of focus on risk and, and compliance, and that’s fine. What are the tools that are out there?

Legal tech 147

Legal tech Legal tech Legal technology Legal technology 147

Legal Tech Monitor

JANUARY 31, 2024

So, you know, in terms of where people put it in tons of books that we all need in our, in our heads, you know, it’s it was so varied last year. You know, I think there’s a lot of focus on risk and, and compliance, and that’s fine. What are the tools that are out there?

Legal tech 52

Legal tech Legal tech Time-tracking Law firm 52

Clio

MAY 20, 2025

Contact and intake forms optimized for conversions According to our 2025 Legal Trends for Solo and Small Law Firms report, one of the top priorities for solo firms is automating client intake with online features. Simplifying the client intake process naturally leads to a faster onboarding process for prospective clients.

Attorney 52

Attorney Client Intake Law firm Electronic payment 52